This program was designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material.

Other benefits of the program include:â—ľComplete the Program in Only 9 months This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.â—ľFlexibility to Finish Without Additional Cost Extend access to the program without any additional charge. If you... [Read More]

The Online Executive Certificate in Financial Planning program is designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material. This customized learning program is designed to prepare you to meet the education requirements for the CFPÂ® Certification Examination.

The Online Executive CFPÂ® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFPÂ® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a students schedule. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the course materials can be extended in three-month increments at no additional charge. You can continuously extend your online access until youve completed the program requirements. At enrollment, you are given nine months access, with the option for unlimited free extensions. T... [Read More]

Post Universityâ€™s B.S. in Finance with a concentration in Personal Finance helps students develop the knowledge and skills they need to provide financial advice and financial services to individuals and households. Students will learn to use the principles and tools of finance to prepare, plan, save and invest for an individuals or households future.

Students also gain knowledge and understanding of financial markets and financial institutions and their role in the global economy. This program also will provide you with the necessary background to sit for the Certified Financial Plannerâ€™s Examination.

CSU Los Angelesâ€?Certified Financial Plannerâ„?Certification Education Program meets the educational requirements of professional advisers in the fields of retirement and investment planning to sit for the qualifying CFP Board examination. The non-credit educational program is structured around the studentâ€™s completion of five modules in the following areas:

â€˘Tax Management and Strategy â€˘Risk Management and Insuranceâ€˘Investment Planningâ€˘Retirement Planning and Employee Benefits â€˘Principles of Estate Planning The Program Offers:â€˘Fully online courses â€˘Access to expert mentors â€˘An accelerated formatâ€“complete courses in 6 months!Who Can Enroll?While there are no prerequisites for these courses, participants will be expected to have basic knowledge of such financial concepts as: the time value of money; basic statistics and accounting principles; and basic economic principles. ( Note: that part of the â€śEducationâ€?requirement to take the C... [Read More]

The ultimate preparation program for the CFPÂ® Certification Examination. This package includes the Online Test Preparation Course with the Platinum Test Preparation Package for the CFPÂ® Certification Examination. This best-in-class package includes:

â€?A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions. â€?A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFPÂ® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board... [Read More]

Give yourself the flexibility of the Online Course with the textbook materials in this package. It includes:

â€?A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions. â€?A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFPÂ® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFPÂ® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Boards 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board... [Read More]

This course provides a practical review of the Code of Ethics and Practice Standards through the use of definitions and short case studies in which you will have the opportunity to practice your ethical responsibilities. In some of the cases that we will present to you, there will be no right or wrong answer, but you will have to proceed in an ethical manner if faced with such situations in providing your financial planning services.

While completing the case studies, you should refer to the Code of Ethics and Professional Responsibility and Disciplinary Rules and Procedures found at www.cfp.net. Always keep in mind that this section represents the official adopted version of the Code. LEARNING OBJECTIVES:â€?Identify the concepts comprising the Code of Ethics and Professional Responsibilityâ€?Describe professionalism and ethical standards expected from a CFP Board designeeâ€?Show the attributes associated with a high standard of professionalismâ€?Apply... [Read More]